Physician Wealth Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Physician Wealth Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$183K	Buy	8,082 +3,612	+81%	+$82.1K	0.02%	228
2026 Q1	$102K	Hold	4,470	–	–	0.01%	272
2025 Q4	$103K	Hold	4,470	–	–	0.01%	268
2025 Q3	$103K	Hold	4,470	–	–	0.01%	268
2025 Q2	$103K	Hold	4,470	–	–	0.02%	259
2025 Q1	$102K	Hold	4,470	–	–	0.02%	250
2024 Q4	$99.2K	Buy	+4,470	New	+$101K	0.02%	258

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Physician Wealth Advisors's IBTM Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 81% in Q2 2026, buying an estimated $82.1K and bringing the position to 8,082 shares worth $183K. The position accounts for 0.02% of the portfolio, ranked #228.

Physician Wealth Advisors first reported a position in IBTM in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Physician Wealth Advisors held 8,082 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $183K as of Q2 2026.
Physician Wealth Advisors bought 3,612 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $82.1K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #228 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.